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Personal Finance & Money : Recent Questions and Answers (Page 157)

Find answers to your questions about Personal Finance & Money or help others by answering their Personal Finance & Money questions.

What are the tax implications of public stock getting converted to cash as part of a LBO by a private investment company?

This could apply to several situations, but for me, I own stock, ESPP stock, RSUs, and options in a public company that is being bought by a private investment company....

Asked on 06/11/2021

0 answer

Purchasing international stock or OTC F share equivalent?

I asked this question and got a great response by Flux, now I am faced with another dilemma:Purchase the OTC F share or the "original" on the respective exchange?My...

Asked on 06/11/2021 by pasta_sauce

0 answer

How often do the S&P 500 components change?

And do index funds such as SPY and VOO usually rebalance immediately to reflect the change?...

Asked on 06/10/2021

4 answer

Losing Money with Norbert's Gambit

In attempt to avoid the usual 1.5-2% exchange fees levied by brokers, I perform Norbert's gambit: I purchase DLR.TO in CAD (Canadian dollars) from TSX, journal it over...

Asked on 06/10/2021

8 answer

Sell a property vs taking a mortgage

I have a property that is rented out, and generating monthly income.I would like to invest in another property, and I have 2 ways to finance it:sell property Atake...

Asked on 06/10/2021

1 answer

Insurance on investment property, is replacement cost commonly required by lenders?

TLDR: Is it common for mortgage lenders to require insurance with "replacement cost basis" on investment properties? Background: I have owned a rental property (3 units) for a few years....

Asked on 06/10/2021

0 answer

My share sell price is lower than the price people are buying yet no sale?

I’m trying to sell some shares at a sell price of 0.5. I can see from the buy/sell history over the past few days that shares are being purchased for...

Asked on 06/10/2021 by Derek Duvale

2 answer

Margin accounts and futures delivery

I'm trying to understand the market mechanics of futures with delivery. For sake of example, assume 0 interest rates and no cost of carry, and that I bought a futures...

Asked on 06/10/2021

1 answer

Which SEC forms do public companies file when they issue new bonds?

Which SEC forms do public companies file on EDGAR when they issue new bonds? Judging by Coca Cola Co and Apple Inc. SEC filings,...

Asked on 06/10/2021

0 answer

Do I have to sign a check with "For Deposit Only" and Account number?

My business processes a lot of checks and I was thinking about ordering one of those For Deposit Only stamps. If I get it to say with account number: "FOR...

Asked on 06/10/2021 by user4340635

4 answer

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